405 results found
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Add a feature to archive or close contacts rather than just delete.
With only the option to delete a contact it is extremely frustrating to have to move documents from a contact to a client in document manager in order to delete them because you have to keep the documents for a certain period of time by law. These are contacts that we do not want to show up in reports anymore but may well be needed again in the future which if they are deleted means setting them up again and having to search for where their documents are to re attach them to the contact.
It would also mean that…
5 votes -
When creating an invoice, the most recent invoice is at the top of the list when you get to print it
When creating invoices, when I get to the list to print, the invoice I have just created is not the one where the list defaults, ie the one with the arrow next to it. At the minute, say for example I've created 10 invoices over the course of a morning, every time I finish the invoice then go to print, it defaults to the first invoice created that day, not the most recent - this is higly infuriating - is there a setting to change and if not, why not?
3 votes -
Workflow Email Notification - Support Microsoft365 users
Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.
Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!
I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.
CCH Support Feedback : "All is correct, however these Email Notification to employees…
3 votes -
4 votes
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Ability to select which email address to use for an individual on each different association type they hold.
we have many client organisations who have(for example) a director with 2 different email address - one is to be used for billing and the other one is to be used for accounts queries. This director is associated to the ltd company as billing contact and as accounts contact, however both associations pull through the same primary email address.
We need to be able to select which email address is the primary for each association. e.g. when creating, the association of billing contact select Email 2, and when creating the association for Director select primary Email.20 votes -
Assignment Frequency & Algorithm
Currently, the 'weekly' algorithm only allows you to choose Wk1 / Wk2 ... Wk 50 / Wk 52 etc. It would be more helpful if the algorithm could relate to a particular date e.g. 'week-ending' 4-Apr and it then repeated weekly by date moving forward.
3 votes -
Pinning documents to the top of a clients document centre
The abilty to pin a document in the client document centee would be really useful. For instance I have a document that i use each week for a client but over the last year it has fallen way down the page on the document screen due to other documents being uploaded to the client.
12 votes -
Can we have a core mapping for the Department field please
We use the department filed in Central to distinguish our teams i.e. Large Audit, Small business, VAT, Payroll, Tax. This functionality would make workbooks more focused. To make it work at the moment we employ a batch update to an Extra field that sync with WB. This is a fudge workaround requiring regular team member intervention and time.
3 votes
Evan Jones
responded
Hi Kevin
Thanks for adding this to UserVoice.
I’ll check back on this suggestion in the near future when I will be able to gauge how much support there is from other customers.
Evan
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Make NOTES a reportable field. be able to report or export notes
Make contact NOTES a reportable field. be able to report or export notes
9 votes -
Exclude Closed Clients on Email filing
When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!
4 votes -
Ability to deactivate invoice write off types that are no longer required.
CCH does not allow you to amend a write off type and keep historic entries as was.
We therefore need to add a new write off type but need to disable the old one that is no longer required.This is currently not possible.5 votes -
Email Filing
in the email filing is it possible to add extra fields to be able to search
by UTR or VAT numbers - as when we get confirmations from HMRC it would be good if you could search by another source - I see on the email filing screen there is an extra field tab, but it doenst do anything (i thought it would pick up items that we had set up in there ie VAT number PAYE numbers)1 voteEvan Jones
responded
Hi Dawn
Thanks for adding this to UserVoice.
I’ll leave the suggestion about being able to search by UTR / extra field when filing into CCH Document Management on here so I can gauge the level of support from other customers.
I’ve asked our customer success team to contact you about adding additional fields to the client and contact search screens. You can also search by UTR by using the Personal Tax homepage control which many customers find useful.
Thanks for taking the time to add this suggestion.
Evan Jones
Lead Product Manager -
View/preview a bill in Billing tab instead of viewing via pdf
In the billing tab, instead of viewing confirmed bills via pdf can we have a preview screen to save time opening every bii to find the one we need.
24 votes -
Be able to report on Documents from the Clients Documents tab
We are now linking pdf files to clients via the Documents tab.
There is currently no way to report on this, so there is no way to see which clints do or dont have the documents linked yet.
we should be albe to report on any data we have entered into CCH.3 votes -
Working Papers- Assignment/Job for Document Managemet
It would be really beneficial to be able to select an assignment/job from the accounts production/working papers side so when these pull into Document Management everthing is organised in the correct place.
11 votes -
Personal Tax Review Tool
The review tool is great for keeping review points within the system and reducing time spent, it would however be good to see the following:
-Audit of who has added notes on the PDF report
-A place to add general notes not necessarily associated to a source of income
-HICBC - this doesn't seem to be picked up as missing when in the prior year?This would enhance the product a great deal, Thanks
9 votes -
Flag client
When opening a client if ON HOLD this flags up for further investigation. An additional status like SEE NOTES then the flag/flash directs to any instruction re client
15 votes -
When "email already filed" message comes up add Doc iD in message
Its very difficult to track which email you have open if you have a lot of emails with the same or similar titles or many in a conversation
3 votes -
Remove OCRing for documents scanned via a photocopier
Most documents scanned via a photocopier are signed accounts and tax returns that do not need to be OCR.
Can the OCR be turned off and an OCR Tick Box option be added to the Homepage Document Inbox "Edit Details" window, much the same as the option when scanning from a desktop scanner?6 votes -
Reporting - Workflows
Unable to create new reports in the Workflow section of reporting. When selecting to save a report the drop down list of sections end at Practice Management - and doesn't include Workflow.
Please correct this so that users can create their own reports in this section.
9 votes
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